PSA Global Semiconductors: The Economics and Implications of the Semiconductor, Data and AI Feedback Loop
The history of semiconductors is a history of prices being driven down by technology acting on both the supply curve (via new equipment) and on the demand curve (via software), shifts that can get temporarily reversed by the creation of feedback loops, due to the ability of semiconductors to drive demand for other semiconductors.We believe that we are at the early stage of another one of those feedback loops, one caused by the increasing take-up of AI, and manifest in growing demand for AI servers. Feedback loops take a long time to germinate, and even after hitting critical mass, can last for several more years. Pelham Smithers takes us through the history, the economics and the technology behind these developments.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.